Client List

Santa Cruz Children’s Museum of Discovery2013
Conducted a Feasibility and Planning Study for their Capital Campaign.

Coastal Kids Home Care, Salinas, CA2012-present
Currently in the second year of a three-year Board Development, fundraising strategic planning capacity building project funded by the Community Foundation for Monterey County.

Ventana Wildlife Society, Salinas, CA
2008-2013
Led their third capacity-building project focused on Strategic Planning funded by the David & Lucile Packard Foundation.

El Pájaro Community Development Corporation, Watsonville, CA
2012-2103
Led a fundraising capacity building project for the board of directors.

Teen Center, Santa Cruz, CA
2011-2012
Led a capacity building project funded by the David & Lucile Packard Foundation.

Conducted development assessment and created fund-raising plan for the 2002

Institute for Humanities Research.

Hospice of Santa Cruz County
2008-2009
Led a major and planned gift initiative focused on an endowment campaign.

Maui Nui Botanical Gardens, Maui, HI
2008-2009
Leading a capacity building project funded by the Hawaii Community Foundation.

Ka Lima O Maui, Maui, HI
2008-2009
Led a capacity building project funded by the Hawaii Community Foundation.

Cultural Council of Santa Cruz County, Santa Cruz, CA
2007

Presentation to the Board of Directors about ways to restructure Board fundraising activities, learn about the Team approach to Board fundraising, and have better understanding of their fundraising role.

2002

Reviewed annual giving activities of Cultural Council and created strategiesto enhance annual campaign through personal solicitation and direct mail.

Ohana Makamae, Inc., Hana, HI
2007
Led an annual fund capacity building project funded by the Hawaii Community Foundation.

Pajaro Valley Shelter Services, Watsonville, CA
2007
Led a capacity building project called “Building Healthy Organizations” funded by the Community Foundation of Santa Cruz County.

Silicon Valley Toxics Coalition, San Jose, CA
2005-2007
Led a capacity building project funded by the Skoll Foundation that is focused on supporting their individual giving and developing a Major Donor program.

For Healthy Kids Project, Santa Cruz, CA
Major gift campaign for a multi-agency children’s health initiative that included United Way of Santa Cruz County, Pajaro Valley Health Trust, and Community Foundation of Santa Cruz County. Raised $320,000 in private funds during first year of campaign. Project funded by the David and Lucile Packard Foundation.

Museum of Art & History, Santa Cruz, CA2003
Capacity building project to enhance membership program, major gift initiatives, and board effectiveness in fundraising in preparation for a capital campaign.

Mountain Community Resources, Ben Lomond, CA
2002-2003
Capacity building project that increased the Annual Fund, strengthened telephone outreach program, and began implementation of major gift program – funded by the Community Foundation of Santa Cruz County.

First Night Monterey and First Night Santa Cruz
2002-2003
Joint fundraising capacity building project to increase income from the Annual Fund and telephone outreach. Project funded by the Packard Foundation.

KTEH Public Television, San Jose, served as Capital Campaign Consultant for a $17.7 million capital campaign.

Pacific Art League, Palo Alto, served as Capital Campaign Consultant for a $4.5 million capital campaign to retrofit and renovate their building in Palo Alto.

Charles Armstrong School, Belmont (K-8 independent school) Provided interim management of entire development operation and reorganized development support services including assisting with the implementation of Raiser’s Edge database.